AWM
Accurate Wealth Management’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Sell |
5,995
-20
| -0.3% | -$691 | 0.03% | 427 |
|
|
2025
Q1 | $211K | Sell |
6,015
-1,414
| -19% | -$49.6K | 0.04% | 357 |
|
|
2024
Q4 | $264K | Sell |
7,429
-105
| -1% | -$3.73K | 0.05% | 317 |
|
|
2024
Q3 | $279K | Hold |
7,534
| – | – | 0.06% | 294 |
|
|
2024
Q2 | $255K | Hold |
7,534
| – | – | 0.06% | 263 |
|
|
2024
Q1 | $249K | Hold |
7,534
| – | – | 0.07% | 245 |
|
|
2023
Q4 | $268K | Hold |
7,534
| – | – | 0.08% | 218 |
|
|
2023
Q3 | $264K | Hold |
7,534
| – | – | 0.08% | 210 |
|
|
2023
Q2 | $252K | Hold |
7,534
| – | – | 0.08% | 223 |
|
|
2023
Q1 | $240K | Sell |
7,534
-842
| -10% | -$26.8K | 0.08% | 217 |
|
|
2022
Q4 | $266K | Sell |
8,376
-3,449
| -29% | -$109K | 0.1% | 181 |
|
|
2022
Q3 | $632K | Sell |
11,825
-2,011
| -15% | -$107K | 0.26% | 70 |
|
|
2022
Q2 | $471K | Sell |
13,836
-151
| -1% | -$5.14K | 0.26% | 81 |
|
|
2022
Q1 | $481K | Buy |
+13,987
| New | +$481K | 0.22% | 93 |
|